Advisor Group’s Ebix Inc EBIX Stock Holding History

Advisor Group’s Portfolio EBIX Stock Details EBIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$195K	Buy	5,843 +850	+17%	+$31.4K	﹤0.01%	2411
2019 Q3	$211K	Buy	4,993 +2,766	+124%	+$116K	﹤0.01%	2290
2019 Q2	$113K	Buy	2,227 +923	+71%	+$45.9K	﹤0.01%	2771
2019 Q1	$64K	Buy	1,304 +687	+111%	+$36.2K	﹤0.01%	3216
2018 Q4	$27K	Sell	617 -273	-31%	-$14.5K	﹤0.01%	3630
2018 Q3	$70K	Sell	890 -3,004	-77%	-$239K	﹤0.01%	3037
2018 Q2	$296K	Sell	3,894 -293	-7%	-$22.5K	﹤0.01%	1692
2018 Q1	$313K	Buy	4,187 +3,322	+384%	+$270K	﹤0.01%	1658
2017 Q4	$68K	Buy	865 +142	+20%	+$10.3K	﹤0.01%	2871
2017 Q3	$47K	Buy	723 +23	+3%	+$1.33K	﹤0.01%	2999
2017 Q2	$38K	Buy	+700	New	+$40.3K	﹤0.01%	3037
2016 Q3	–	Sell	-1,310	Closed	-$62K	–	4836
2016 Q2	$62K	Buy	+1,310	New	+$60.2K	﹤0.01%	2264

Other funds holding EBIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's EBIX Position: Q4 2019 in Review

Advisor Group increased its Ebix Inc (EBIX) stake by 17% in Q4 2019, buying an estimated $31.4K and bringing the position to 5,843 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Advisor Group first reported a position in EBIX in Q2 2016 and has held it in 12 quarters since. The position peaked at $313K in Q1 2018. 170 funds tracked by Wall St. Rank hold EBIX as of Q4 2019.

Advisor Group held 5,843 shares of Ebix Inc worth $195K as of Q4 2019.
Advisor Group bought 850 Ebix Inc shares in Q4 2019, an estimated $31.4K.
Ebix Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2411 holding.
Advisor Group first reported a position in Ebix Inc in Q2 2016 and has held it in 12 quarters since.
Advisor Group's Ebix Inc position peaked at $313K in Q1 2018.
170 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.